My Investment Portfolio

Why I left Engineering/IT

I didn't leave because it was hard.
I left because it was no longer worth it.

Tuesday, October 31, 2017

My Investment Portfolio (October 2017)

STI ended the month at around 3374 points, surprisingly strong showing after a few weak months. Oil price had recovered to around US$60 level also contributed to the bullish mood, although markets were somewhat muted towards the end of the month. The rally was quite board based, with bank stocks, property stocks, manufacturing stocks, oil & gas stocks etc all delivering decent gains.

For
my top 30 holdings, Amara returned to the list due to strong performance by hotel stocks. Manufacturing stocks like Venture and PNE Industries also did well. Keppel T&T moved up a few positions as I continue to accumulate the stock due to share price weakness. Two blue chip stocks, CapitaLand and ComfortDelgro dropped out of the list due to underperformance relative to other stocks in the list.

I
have bought the following companies from the market this month - Bund Center, Delfi, First Sponsor, Global Testing, GRP, Isetan, Keppel T&T, Sin Ghee Huat, Sin Heng, Singapore Reinsurance, Straits Trading, TIH and Yeo Hiap Seng. I have also closed my positions in Genting Hong Kong and BG Blue Sky after they announced voluntary delisting of their secondary listing status on SGX. My stake in Saizen REIT had also been delisted and trust terminated after receiving their final payout.

I have accepted the following voluntary delisting/cash offers this
month - BRC Asia, GP Batteries, IndiaBulls Trust and Poh Tiong Choon. I have also participated in the following rights/preferential offer issues this month - CapitaLand Commercial Trust and MapleTree Logistics Trust.

I have also converted the following company warrants to shares this month - Centurion.

I have participated in the following scrip dividend schemes this
month - Global Investments, Jardine Strategic and QAF.

Next
month will be a another quiet month. As usual, I will do some catch up with my readings. Also, companies with financial year ending 30 September 2017 will be announcing their full-year results. I will be looking out for their result announcements as well.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 October 2017)

Friday, October 27, 2017

Company Warrants Expiring in 2017 – Actions Needed

I need to remind myself all the outstanding company warrants that are expiring in 2017 in my portfolio which I will need to take action. I will update this list accordingly as I go along so that I won’t forget about them.

About Me

A self-directed investor, looking to invest for retirement needs and bypass all those expensive financial planners/insurance agents. Investing is fun, profitable or most important of all, knowledge gained is useful for the rest of your life!